River Wealth Advisors

River Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 206 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Russell 2000 Etf (IWM) 6.9 $52M 235k 220.96
Apple (AAPL) 5.9 $44M 176k 250.42
Ishares Tr Rus Mid Cap Etf (IWR) 4.5 $34M 384k 88.40
Microsoft Corporation (MSFT) 4.4 $33M 78k 421.50
Ishares Tr Core S&p500 Etf (IVV) 3.8 $29M 49k 588.68
NVIDIA Corporation (NVDA) 3.7 $28M 209k 134.29
Alphabet Cap Stk Cl A (GOOGL) 2.6 $20M 103k 189.30
Accenture Plc Ireland Shs Class A (ACN) 2.3 $17M 49k 351.79
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 2.3 $17M 222k 77.89
Amazon (AMZN) 2.2 $17M 76k 219.39
Visa Com Cl A (V) 2.1 $16M 50k 316.04
JPMorgan Chase & Co. (JPM) 2.1 $16M 66k 239.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.0 $15M 260k 57.41
salesforce (CRM) 1.6 $12M 37k 334.33
Metropcs Communications (TMUS) 1.6 $12M 54k 220.73
Eaton Corp SHS (ETN) 1.4 $10M 31k 331.87
Bank of America Corporation (BAC) 1.2 $9.1M 208k 43.95
TJX Companies (TJX) 1.2 $8.7M 72k 120.81
Chipotle Mexican Grill (CMG) 1.1 $8.6M 143k 60.30
AmerisourceBergen (COR) 1.1 $8.4M 37k 224.68
D.R. Horton (DHI) 1.1 $8.0M 57k 139.82
Pepsi (PEP) 1.1 $8.0M 52k 152.06
Chubb (CB) 1.0 $7.9M 29k 276.30
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.0 $7.9M 158k 49.74
Stryker Corporation (SYK) 1.0 $7.5M 21k 360.05
Eli Lilly & Co. (LLY) 1.0 $7.4M 9.6k 772.00
Ishares Core Msci Emkt (IEMG) 1.0 $7.2M 139k 52.22
Carlisle Companies (CSL) 0.9 $7.0M 19k 368.84
Costco Wholesale Corporation (COST) 0.9 $6.7M 7.3k 916.24
Take-Two Interactive Software (TTWO) 0.9 $6.7M 37k 184.08
UnitedHealth (UNH) 0.8 $6.4M 13k 505.88
Mastercard Incorporated Cl A (MA) 0.8 $6.1M 12k 526.58
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $6.0M 21k 280.05
Trane Technologies SHS (TT) 0.8 $5.9M 16k 369.35
Oracle Corporation (ORCL) 0.8 $5.9M 35k 166.64
Blackrock (BLK) 0.8 $5.8M 5.7k 1025.05
Chevron Corporation (CVX) 0.7 $5.4M 37k 144.84
Targa Res Corp (TRGP) 0.7 $5.2M 29k 178.50
Air Products & Chemicals (APD) 0.7 $5.0M 17k 290.04
Tetra Tech (TTEK) 0.7 $4.9M 124k 39.84
Anthem (ELV) 0.6 $4.8M 13k 368.90
Lam Research Corp Com New (LRCX) 0.6 $4.7M 65k 72.23
Merck & Co (MRK) 0.6 $4.6M 47k 99.48
Alphabet Cap Stk Cl C (GOOG) 0.6 $4.6M 24k 190.44
Waste Management (WM) 0.6 $4.6M 23k 201.79
Deere & Company (DE) 0.6 $4.5M 11k 423.69
Constellation Brands Cl A (STZ) 0.6 $4.3M 19k 221.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $4.3M 69k 62.31
Lowe's Companies (LOW) 0.5 $3.9M 16k 246.81
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $3.8M 30k 124.96
Amgen (AMGN) 0.5 $3.7M 14k 260.65
Advanced Micro Devices (AMD) 0.5 $3.6M 30k 120.79
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $3.5M 18k 189.98
Summit Matls Cl A 0.5 $3.5M 69k 50.60
Exxon Mobil Corporation (XOM) 0.5 $3.5M 33k 107.57
Pulte (PHM) 0.5 $3.4M 32k 108.90
Home Depot (HD) 0.4 $3.2M 8.2k 389.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $3.2M 6.2k 511.27
Te Connectivity Ord Shs (TEL) 0.4 $3.0M 21k 142.97
Capital One Financial (COF) 0.4 $2.9M 16k 178.32
Marsh & McLennan Companies 0.4 $2.9M 14k 212.41
Abbvie (ABBV) 0.4 $2.8M 16k 177.70
ConocoPhillips (COP) 0.4 $2.8M 29k 99.17
Linde SHS (LIN) 0.4 $2.8M 6.7k 418.67
Thermo Fisher Scientific (TMO) 0.4 $2.8M 5.3k 520.24
Parker-Hannifin Corporation (PH) 0.4 $2.7M 4.3k 636.07
Freeport-mcmoran CL B (FCX) 0.4 $2.7M 71k 38.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $2.6M 94k 27.71
Fifth Third Ban (FITB) 0.3 $2.6M 61k 42.28
Phillips 66 (PSX) 0.3 $2.5M 22k 113.93
Raytheon Technologies Corp (RTX) 0.3 $2.5M 22k 115.72
Procter & Gamble Company (PG) 0.3 $2.4M 14k 167.65
PNC Financial Services (PNC) 0.3 $2.3M 12k 192.85
Meta Platforms Cl A (META) 0.3 $2.3M 3.9k 585.51
Caterpillar (CAT) 0.3 $2.3M 6.3k 362.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.0M 3.7k 538.84
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.0M 17k 115.22
Johnson & Johnson (JNJ) 0.3 $2.0M 14k 144.62
FedEx Corporation (FDX) 0.3 $2.0M 6.9k 281.33
Goldman Sachs (GS) 0.3 $1.9M 3.4k 572.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.9M 3.3k 586.10
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.9M 6.0k 322.16
Danaher Corporation (DHR) 0.3 $1.9M 8.4k 229.55
Arrow Electronics (ARW) 0.3 $1.9M 17k 113.12
Novo-nordisk A S Adr (NVO) 0.2 $1.8M 21k 86.02
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $1.8M 93k 19.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.8M 3.9k 453.28
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.7M 41k 41.82
Honeywell International (HON) 0.2 $1.7M 7.4k 225.90
Qualcomm (QCOM) 0.2 $1.7M 11k 153.62
Mondelez Intl Cl A (MDLZ) 0.2 $1.7M 28k 59.73
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $1.6M 83k 19.48
S&p Global (SPGI) 0.2 $1.5M 3.0k 498.09
Lockheed Martin Corporation (LMT) 0.2 $1.5M 3.0k 485.95
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.5M 16k 90.93
Truist Financial Corp equities (TFC) 0.2 $1.4M 32k 43.38
American Electric Power Company (AEP) 0.2 $1.4M 15k 92.23
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.3M 17k 75.61
Select Sector Spdr Tr Technology (XLK) 0.2 $1.2M 5.3k 232.52
Nextera Energy (NEE) 0.2 $1.2M 17k 71.69
Kearny Finl Corp Md (KRNY) 0.2 $1.2M 167k 7.08
Colgate-Palmolive Company (CL) 0.2 $1.2M 13k 90.91
Prologis (PLD) 0.1 $1.1M 11k 105.70
Select Sector Spdr Tr Energy (XLE) 0.1 $1.1M 13k 85.66
Cisco Systems (CSCO) 0.1 $1.1M 18k 59.20
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $1.1M 54k 20.13
Unilever Spon Adr New 0.1 $1.1M 19k 56.70
Automatic Data Processing (ADP) 0.1 $1.1M 3.7k 292.73
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $1.0M 56k 18.34
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $1.0M 64k 16.05
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $1.0M 62k 16.37
Allegion Ord Shs (ALLE) 0.1 $1.0M 7.8k 130.68
Vanguard Index Fds Small Cp Etf (VB) 0.1 $959k 4.0k 240.28
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.1 $949k 47k 20.11
NiSource (NI) 0.1 $949k 26k 36.76
Ingersoll Rand (IR) 0.1 $935k 10k 90.46
Rbc Cad (RY) 0.1 $883k 7.3k 120.51
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $863k 42k 20.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $855k 3.0k 289.86
Illinois Tool Works (ITW) 0.1 $842k 3.3k 253.56
McKesson Corporation (MCK) 0.1 $834k 1.5k 569.91
Vanguard Index Fds Growth Etf (VUG) 0.1 $816k 2.0k 410.35
Norfolk Southern (NSC) 0.1 $802k 3.4k 234.70
Wells Fargo & Company (WFC) 0.1 $794k 11k 70.24
Toll Brothers (TOL) 0.1 $776k 6.2k 125.95
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.1 $765k 37k 20.62
Ishares Tr Select Divid Etf (DVY) 0.1 $760k 5.8k 131.29
Union Pacific Corporation (UNP) 0.1 $703k 3.1k 228.01
Avery Dennison Corporation (AVY) 0.1 $703k 3.8k 187.13
Cigna Corp (CI) 0.1 $700k 2.5k 276.15
Walt Disney Company (DIS) 0.1 $697k 6.3k 111.36
Hershey Company (HSY) 0.1 $697k 4.1k 169.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $685k 16k 44.04
Discover Financial Services 0.1 $678k 3.9k 173.23
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $678k 1.2k 569.58
McDonald's Corporation (MCD) 0.1 $657k 2.3k 289.89
Masco Corporation (MAS) 0.1 $632k 8.7k 72.57
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $614k 3.3k 184.90
Carrier Global Corporation (CARR) 0.1 $606k 8.9k 68.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $606k 13k 47.82
Abbott Laboratories (ABT) 0.1 $592k 5.2k 113.10
General Dynamics Corporation (GD) 0.1 $591k 2.2k 263.44
Coca-Cola Company (KO) 0.1 $560k 9.0k 62.26
Southern Company (SO) 0.1 $558k 6.8k 82.32
Netflix (NFLX) 0.1 $557k 625.00 891.32
Travelers Companies (TRV) 0.1 $544k 2.3k 240.84
Toyota Motor Corp Ads (TM) 0.1 $542k 2.8k 194.61
Vanguard Index Fds Value Etf (VTV) 0.1 $541k 3.2k 169.30
Ishares Tr Core Div Grwth (DGRO) 0.1 $534k 8.7k 61.34
Vanguard World Inf Tech Etf (VGT) 0.1 $530k 853.00 621.80
M&T Bank Corporation (MTB) 0.1 $501k 2.7k 188.01
PPG Industries (PPG) 0.1 $498k 4.2k 119.44
Kimberly-Clark Corporation (KMB) 0.1 $490k 3.7k 131.04
Vanguard World Mega Cap Index (MGC) 0.1 $481k 2.3k 212.66
T. Rowe Price (TROW) 0.1 $476k 4.2k 113.08
Wal-Mart Stores (WMT) 0.1 $460k 5.1k 90.36
Ishares Tr Core Msci Eafe (IEFA) 0.1 $449k 6.4k 70.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $446k 17k 25.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $441k 3.5k 127.59
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $434k 1.6k 264.15
Texas Instruments Incorporated (TXN) 0.1 $434k 2.3k 187.51
Broadcom (AVGO) 0.1 $429k 1.9k 231.79
Public Service Enterprise (PEG) 0.1 $422k 5.0k 84.49
Bristol Myers Squibb (BMY) 0.1 $420k 7.4k 56.56
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $419k 1.0k 401.58
Select Sector Spdr Tr Financial (XLF) 0.1 $418k 8.6k 48.33
Arthur J. Gallagher & Co. (AJG) 0.1 $405k 1.4k 283.85
Brown & Brown (BRO) 0.1 $389k 3.8k 102.02
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $383k 2.9k 132.10
Charles Schwab Corporation (SCHW) 0.1 $379k 5.1k 74.00
Vanguard World Health Car Etf (VHT) 0.0 $375k 1.5k 253.73
Moog Cl A (MOG.A) 0.0 $354k 1.8k 196.84
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $326k 4.7k 68.68
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $324k 5.0k 65.35
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $314k 1.4k 224.35
Morgan Stanley Com New (MS) 0.0 $312k 2.5k 125.72
Tesla Motors (TSLA) 0.0 $312k 772.00 403.84
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.0 $308k 15k 20.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $307k 11k 27.32
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $301k 5.0k 60.75
Zimmer Holdings (ZBH) 0.0 $295k 2.8k 105.61
Quest Diagnostics Incorporated (DGX) 0.0 $282k 1.9k 150.83
Synopsys (SNPS) 0.0 $280k 577.00 485.36
Marathon Petroleum Corp (MPC) 0.0 $280k 2.0k 139.53
Ameriprise Financial (AMP) 0.0 $276k 519.00 532.43
Digital Realty Trust (DLR) 0.0 $276k 1.6k 177.30
Cummins (CMI) 0.0 $268k 769.00 348.60
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $268k 1.4k 198.18
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $265k 920.00 287.82
Aon Shs Cl A (AON) 0.0 $261k 727.00 359.16
Mccormick & Co Com Non Vtg (MKC) 0.0 $259k 3.4k 76.24
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $256k 7.4k 34.59
Applied Materials (AMAT) 0.0 $253k 1.6k 162.58
Constellation Energy (CEG) 0.0 $252k 1.1k 223.80
Comcast Corp Cl A (CMCSA) 0.0 $249k 6.6k 37.53
PPL Corporation (PPL) 0.0 $245k 7.5k 32.46
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $242k 1.9k 129.34
Watsco, Incorporated (WSO) 0.0 $238k 502.00 473.89
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $228k 3.0k 76.06
Broadridge Financial Solutions (BR) 0.0 $227k 1.0k 226.09
RPM International (RPM) 0.0 $221k 1.8k 123.06
Emerson Electric (EMR) 0.0 $211k 1.7k 123.91
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.0 $211k 3.0k 70.31
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $206k 3.5k 58.70
Nucor Corporation (NUE) 0.0 $205k 1.8k 116.74
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $204k 9.0k 22.70